Leading Edge Financial Planning

Leading Edge Financial Planning We believe there is a new and better way to provide financial advice: using a fee-only, no-commission business model focused on client’s goals and values

We are passionate about developing lasting, authentic relationships that are built on a foundation of trust. Our clients know the information and advice they receive is in their best interest and is not tainted by outside sources. We strive to be leaders in the financial industry. We deliver leading edge service to our clients that is based on a high level of competency and professionalism. We are

very fortunate to be able to take the knowledge and experiences we have accumulated over the years and use it to help demystify the financial markets and help families achieve personal financial freedom and prosperity.

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning and are subject to change at any time due to the changes in market or economic conditions.

06/11/2026

The SpaceX IPO may be the most anticipated market event in recent history, but historical data suggests that chasing these offerings may be a risky move for your portfolio. Between 2001 and 2024, the average three-year return for IPOs underperformed the broader market by approximately 14% on a market-adjusted basis.

While the excitement is high, a disciplined "buy and hold" strategy may be a more reliable path to financial success than betting on a single "hot" stock.

Curious about the data behind the hype? Watch the full video here: https://youtu.be/MYEtlx8FDb0

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained Share your answers below...
06/10/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

Share your answers below.

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

While SpaceX may have an unprecedented IPO targeting a $1.75 trillion valuation, all that massive expectation may alread...
06/09/2026

While SpaceX may have an unprecedented IPO targeting a $1.75 trillion valuation, all that massive expectation may already be priced into the initial offering.

If you overpay for future cash flows, you may not see a return for years, or even ever. Before chasing the "hot stock," learn how a boring, market-like portfolio may actually be a more powerful strategy.

Learn more about the SpaceX IPO: https://youtu.be/MYEtlx8FDb0

06/08/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

If you’re losing money to “save tax,” this episode is for you.

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

The SpaceX IPO may be the most anticipated market event of the year, but historical data shows that chasing initial offe...
06/07/2026

The SpaceX IPO may be the most anticipated market event of the year, but historical data shows that chasing initial offerings may not be the right move depending on your financial plan.

In fact, between 2001 and 2024, the average three-year return for IPOs underperformed the broader market by approximately 14% on a market-adjusted basis. While the hype is high, a disciplined "buy and hold" strategy may be a more reliable path to financial success than betting on a hot new stock.

Curious about the data behind the hype? Learn more about IPO investing by watching the full video here: https://youtu.be/MYEtlx8FDb0

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained The biggest tax mistake ...
06/06/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

The biggest tax mistake high-income pilots make isn’t what you think.

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

06/05/2026

SpaceX IPO: The Difference Between Great Companies and Great Stocks

A company's success may not always translate into gains. While SpaceX may be an unprecedented business, it is important to remember that high expectations can already be priced into its valuation.

Before chasing the hype of an initial public offering, discover why a disciplined strategy may be a more reliable path toward your financial goals.

To understand the data-driven reality behind the SpaceX IPO, watch the full video here: https://youtu.be/MYEtlx8FDb0

06/04/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

Simple structures often beat complex setups. Here’s why.

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained Most people don’t realiz...
06/02/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

Most people don’t realize an LLC doesn’t automatically save you tax…

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

05/31/2026

Flight #131: Do You Really Need an LLC? Tax Myths, Red Flags, and Business Structure Explained

S Corps, LLCs, C Corps—what actually matters for your tax bill?

You can find show notes, resources and more at: https://tinyurl.com/4w4v4xbd

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